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 PRESS RELEASE

FLSmidth updates its financial guidance for 2025: Adjusted EBITA margi...

FLSmidth updates its financial guidance for 2025: Adjusted EBITA margin guidance upgraded, while revenue guidance lowered COMPANY ANNOUNCEMENT NO. 22-2025  FLSmidth & Co. A/S 14 August 2025 Copenhagen, Denmark Today, FLSmidth announces preliminary and unaudited financial results for Q2 2025 and H1 2025. In addition, the financial guidance for the full year 2025 is updated. As a result of the signed agreements to divest FLSmidth Cement, including the Air Pollution Control business, the business has been classified as discontinued activities and assets held for sale. Consequently, FLSmi...

 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 21-2025  FLSmidth & Co. A/S 13 August 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of...

Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

 PRESS RELEASE

FLSmidth: Transactions under share buy-back programme

FLSmidth: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 20-2025  FLSmidth & Co. A/S 6 August 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of ...

 PRESS RELEASE

Transactions under share buy-back programme

Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 19-2025 FLSmidth & Co. A/S 30 July 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of Regulation ...

Pierre FerraguÊ
  • Pierre FerraguÊ

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
 PRESS RELEASE

Transactions under share buy-back programme

Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 18-2025 FLSmidth & Co. A/S 23 July 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of Regulation ...

ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Morten Larsen
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Morten Larsen
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
Pierre FerraguÊ
  • Pierre FerraguÊ

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Morten Larsen
 PRESS RELEASE

Transactions under share buy-back programme

Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 17-2025 FLSmidth & Co. A/S 16 July 2025 Copenhagen, Denmark On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corresponding to approximately 8 percent of the share capital of the company. The share buy-back programme will be executed in accordance with Article 5 of Regulation ...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
 PRESS RELEASE

Correction to Company Announcement no. 15-2025: Transactions under sha...

Correction to Company Announcement no. 15-2025: Transactions under share buy-back programme COMPANY ANNOUNCEMENT NO. 16-2025 FLSmidth & Co. A/S 9 July 2025 Copenhagen, Denmark In Company Announcement no. 15-2025, the dates in the table were shown incorrectly. These have now been amended. On 25 June 2025, FLSmidth & Co. A/S (FLSmidth) initiated a share buy-back programme of up to DKK 1.4 billion (ref. Company Announcement no. 12-2025). Under the share buy-back programme, FLSmidth may repurchase shares up to a maximum amount of DKK 1.4 billion, and no more than 4,600,000 shares, corres...

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